Institutional Ownership Wisdomtree Tr U.S Largecap Div (DLN)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Largecap Div (DLN). We have compiled data on the 465 institutions that hold shares in the stock, with a total of 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
2,998
shares
|
$250,692
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,965
shares
|
$247,933
0.0% of portfolio
|
Q1 2025
Reduced 31.21%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,910
shares
|
$243,334
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,893
shares
|
$241,912
0.04% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
2,880
shares
|
$240,825
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
2,846
shares
|
$237,982
0.12% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,826
shares
|
$236,310
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,825
shares
|
$236,226
0.01% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
2,824
shares
|
$236,142
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
2,808
shares
|
$234,804
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
2,807
shares
|
$234,721
0.01% of portfolio
|
Q3 2022
Closed
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,800
shares
|
$234,136
0.01% of portfolio
|
Q4 2024
Added 180.0%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
2,735
shares
|
$228,700
0.08% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
2,725
shares
|
$227,864
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
2,722
shares
|
$227,613
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
2,714
shares
|
$226,944
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,700
shares
|
$225,774
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,639
shares
|
$220,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
2,635
shares
|
$220,338
0.0% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,630
shares
|
$219,920
0.02% of portfolio
|
Q1 2025
Reduced 32.16%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
2,617
shares
|
$218,833
0.07% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
2,610
shares
|
$218,248
0.16% of portfolio
|
Q2 2025
Added 603.5%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
2,557
shares
|
$213,816
0.05% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
2,530
shares
|
$211,558
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
2,527
shares
|
$211,307
0.01% of portfolio
|
Q1 2025
New holding
|